Who owns TBG?
TBG Dividend Focus ETF
28 institutions reported holding TBG, worth $174.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TBG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HighTower Advisors, LLC | Chicago, IL | $85.1M | 2,335,091 | +84,772 shares |
| Abundance Wealth Counselors | State College, PA | $57.2M | 1,567,748 | +646,808 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $11.3M | 309,734 | +178,032 shares |
| EverSource Wealth Advisors, LLC | Birmingham, AL | $4.6M | 125,648 | +20,967 shares |
| Stokes Capital Advisors, LLC | Greenwood, SC | $2.9M | 79,995 | +12,857 shares |
| Boyer Financial Services, Inc. | Newport Beach, CA | $2.7M | 71,135 | +8,347 shares |
| Insight Wealth Partners, LLC | Plano, TX | $2.4M | 65,119 | +4,609 shares |
| Stifel Financial Corp. | St. Louis, MO | $2.1M | 57,255 | +6,967 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.6M | 43,216 | +1,119 shares |
| Forefront Wealth Partners, LLC | Austin, TX | $1.0M | 28,297 | +12,770 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TBG?
28 institutional managers reported holding TBG in Form 13F filings for June 30, 2026, worth $174.5M in total. The largest reported position was held by HighTower Advisors, LLC, at $85.1M.
Did institutions buy or sell TBG last quarter?
Reported 13F value rose 32.4% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TBG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.